Tax & Advisory Admin Specialist

Socket.dev; Cedar Rapids (IA); On-site; USD 29,000 - 41,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Health Savings Account

Company-paid life insurance

Disability coverage

401(k) with match

Paid time off

Holidays

Summer hours

Parental leave

Wellness reimbursements

Job summary

Savant Capital LLC in Cedar Rapids, IA is seeking an administrative support role to handle client communications, document submissions, and general office duties. Responsibilities include managing phone and email inquiries, preparing correspondence and invoices, and supporting tax-season workflows within our advisory and tax teams.

The role requires a High School Diploma with 1–3 years in an administrative capacity, preferably in financial services.

Qualifications

• High School Diploma or equivalent; some college preferred.
• 1-3 years in administrative support, preferably in financial services or accounting.

Responsibilities

• Exhibit polite and professional communication while answering phone calls and emails.
• Notify staff of important information and status of client submissions.
• Prepare communications, memos, emails, invoices, and reports.
• Create and maintain filing systems, electronic and physical.
• Assist clients with Portal issues or questions regarding uploading documents.
• Upload invoices to clients' Portal or SafeSend for payment.

Skills

Communication

Phone support

Email management

Education

High School Diploma

Tools

Portal system

Job description

Savant Capital LLC in Cedar Rapids, IA is seeking an administrative support role to handle client communications, document submissions, and general office duties. Responsibilities include managing phone and email inquiries, preparing correspondence and invoices, and supporting tax-season workflows within our advisory and tax teams.

The role requires a High School Diploma with 1–3 years in an administrative capacity, preferably in financial services.